Clearmargin

More time in the kitchen. Less time in the spreadsheet.

Cost your recipes, price with confidence, invoice your clients, and be ready for tax time — without a single spreadsheet formula.

Bakers

From first contact to getting paid

Here's what a typical workflow looks like for bakers.

1

Build recipes with ingredient costs and labor time

Enter your ingredients with costs per unit. Add labor time for baking and decorating. Clearmargin calculates the true cost per recipe.

2

Quote a custom order with automatic pricing

Create a proposal and select your recipe. Pricing pulls directly from your ingredient costs and markup — no spreadsheet math.

3

Track prep time and ingredient expenses

Log time spent on baking, decorating, and delivery. Record ingredient purchases so your actual costs stay current.

4

Invoice the client with itemized breakdown

Generate an invoice from the proposal or tracked costs. Show line items or a clean total — match what your client expects.

5

See profit per order, per client, per month

After delivery and payment, see your real margin. Compare estimated vs actual costs across all your orders.

Everything you need

Proposals, contracts, time tracking, invoicing, expenses, and tax prep — all in one place.

Recipe & BOM costing

Build recipes with ingredients, quantities, and costs. Sub-recipes for components like buttercream or ganache.

Material categories with markup

Organize ingredients into categories (flour, dairy, decorations) with automatic markup percentages.

Proposal templates

Save your most popular offerings as templates. Birthday cakes, wedding tiers, cookie boxes — quote in seconds.

See all 9 features

Event date milestones

Set milestones tied to event dates: tasting, order confirmation, bake day, delivery. Never miss a deadline.

Expense tracking

Record ingredient purchases, packaging costs, and delivery supplies. Categorized for tax time.

Invoicing

Generate invoices from proposals or manually. Include deposit schedules for large orders.

Mileage for deliveries

Log delivery drives with IRS standard rate. See the true cost of offering delivery to your clients.

Tax categories

Expenses auto-categorize to Schedule C lines. Ingredients, packaging, and delivery are all deductible.

Payment schedules

Collect deposits upfront and final payment on delivery. Automated reminders keep cash flow steady.

See it with Bakers data

Explore a demo account pre-loaded with realistic bakersdata — proposals, invoices, expenses, and profitability reports.

Explore the demo

Frequently asked questions

Do home bakers need accounting software?+

Home bakers and cottage food businesses need to track income and expenses for taxes, but traditional accounting software is designed for accountants, not bakers. What you actually need is recipe costing, simple invoicing, and tax-ready expense tracking. Clearmargin gives you all three without a single journal entry.

How do I price custom cakes?+

The most reliable way to price custom cakes is to start with your actual ingredient and labor costs, then add your markup. Build a recipe with per-unit ingredient costs and estimated labor time, and let the math tell you your floor price. Clearmargin calculates recipe costs automatically and applies markup by ingredient category.

What's the best invoicing software for bakers?+

Bakers need invoicing that connects to their pricing. If you calculate recipe costs in a spreadsheet and then manually type an invoice in a separate tool, you are doubling your work. Clearmargin pulls pricing directly from your recipes into proposals and invoices, and supports deposit schedules for large orders.

How do I track recipe costs?+

Enter each ingredient with its cost per unit (per pound, per ounce, per egg). Build recipes by selecting ingredients and quantities. Use sub-recipes for components you make in batches, like buttercream or fondant. Clearmargin handles all of this and keeps your costs current as ingredient prices change.

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